Before you jump into the Acumatica screen to set up item pricing, you should think about what drives pricing on your products. Things such as: Stock or non-stock item Default price Sales price The customer The price class Discounts Currency Unit of measure Location Warehouse Markup percent And possibly more Note: Acumatica’s sales order entry … Read more
Many times I get asked questions about what all the different dates in Microsoft Dynamics GP do and or mean. All the dates in Dynamics GP can be confusing. So, I created this handy overview to help you out. Basic User Dates Thanks to Jen Kuntz for her post. User Date: Your “User Date” … Read more
Recently working with a customer we were trying to give a user access to a TEST company in Microsoft Dynamics GP. When trying to switch to the test company, the user was getting the following error: “The selected company is not configured as a company of the current Microsoft Dynamics GP system database. You must … Read more
With the Year-end fast approaching, there are some versions of Dynamics GP that are no longer supported. In 2018, any release prior to and including GP 2013. If you are using the payroll module in any of these releases you will not receive the Payroll Year-end Update hotfix that Microsoft releases in November 2018, and … Read more
I recently came across a client that had issues accessing new Items, Customers, and Vendors. The issue wound up being relatively simple; it was because when these things were setup in Dynamics GP, the Entity Relationship in Multi Entity Management was not setup. What is Multi-Entity Management? If you use multiple companies in Dynamics … Read more
Free Webinar Series Register Here! Join us in the upcoming months to see Acumatica in action! Acumatica, the true cloud ERP solution, has quickly taken the ERP world by storm. If you’ve ever been curious about the platform, you’re in luck: the reigning Acumatica Partner of the Year (2016 & 2017) is here to … Read more
Tuesday, November 27, 2018 11:00AM – 12:00PM (CST) Register Here! Crestwood’s Mary Lenehan was selected as a presenter at the GPUG 2018 Summit in Phoenix, and we had such an emphatic and excited response that we decided to bring it to everyone! So whether you missed Phoenix, or attended and want an encore, join us … Read more
We are excited to give you a preview of some of the new features in Crestwood AR Collections Management for Microsoft Dynamics SL 2018. In addition, this functionality will be available as a Feature Pack for SL 2015 Users! Attach Statements to Emails – When you are mass producing Dunning Letter emails you will now have … Read more
What is Dynamics 365 Business Central, again? Microsoft Dynamics 365 Business Central is Microsoft’s subscription-based ERP solution that provides a full range of accounting and operational functionality. For more details about the product as a whole, check out this blog post and intro video. One of the most important pieces of any ERP system is the … Read more
How would you answer these 3 questions? What would you do if you lost all your customer data? How would you recover from that? Do you have a plan in case of a disaster? Like it or not, data loss does happen. Systems fail, servers die, and power surges. If you don’t have a disaster … Read more
The choice to upgrade to a modern cloud solution from a legacy system is imperative if a business wants to thrive. But such a significant investment of time and money should be researched thoroughly and most probably will require evidence of your Return on Investment. Acumatica’s Whitepaper, ROI Analysis of Replacement ERP, provides the tools for … Read more
Processing vendor payments in Dynamics 365 Business Central functions slightly differently than the other Microsoft Dynamics platforms. This video provides a quick walk-through of cutting checks in Dynamics 365 Business Central (and keeping your vendors happy!) Watch this short video, and see how it’s done!
Even those lucky enough not to have first-hand experience know someone who has been affected by ransomware. The typical attack involves an email which at first glance appears legitimate and sent from a known contact. The user is tricked into opening email attachments or visiting malicious links that snuck through email filters. From there, the … Read more
In Acumatica you will find a number of drop-down or pick lists defined in Automation Steps. You can edit these lists however, it can be tedious and you don’t want to miss anything. Here’s a quick tutorial. Basics of Automation Steps Acumatica Automation Steps and also known as workflows. They consist of nodes and … Read more
Repost from Avalara Economic nexus is here. Is your business prepared? Before the Supreme Court of the United States issued its ruling in South Dakota v. Wayfair, Inc. (June 21. 2018), states could only tax sales by businesses with a physical presence in the state. Wayfair changed that long-standing rule. The court found the respondents’ … Read more
In Acumatica, you can use snapshots to easily create a new tenant by copying settings from another tenant. Snapshots can be used as templates to quickly and easily set up new tenants similar in configurations; such as a test environment. They can: Contain full or partial data Can be saved locally Can be imported and … Read more
You now can ask Microsoft what you want to do in the search box on the ribbon. This new feature runs across the board in the Office 365 suite of apps. All you have to do is type a keyword or phrase into the “Tell me what you want to do” and bingo, the tools … Read more
Wednesday, November 14, 2018 1:00PM – 2:00PM (CST) Register Here! Join Tom Bardwil of Crestwood for a demonstration of our favorite product enhancements just released in Acumatica 2018 R2. Acumatica is always striving to improve, and this release includes exciting new functions for end-users such as pop-up notes and built-in pivot tables. Our team recently … Read more
As many companies do, Crestwood has regular company-wide calls that are attended by all our employees scattered across the country. The centerpiece of this call is a single PowerPoint presentation. But as each department worked on their respective slides, we were finding that dozens of different copies were being created, changes weren’t being saved, outdated … Read more
Acumatica will be retiring the ODBC database access for all of their SaaS customers effective March 31, 2019, unless you have paid for a private cloud instance through Acumatica. Many people rely on this type of connection for reporting and integrations with legacy systems. Crestwood has options if you’re dependent on ODBC, read on. Why is ODBC … Read more
Maximize your research time with the integrated Smart Lookup in Microsoft Office products. Smart Lookup is a cool new feature I wish I had back in college. It makes research quick and easy. If you haven’t tried this out, you need to today! What is Smart Lookup? Smart Lookup is a way to research words … Read more
Why batches get stuck Chances are you’ve had a batch stuck in Dynamics GP. There are a number of reasons why, but most of the time if a batch gets stuck and needs to be recovered, it’s because a user is in the middle of posting and either Dynamics GP freezes, or their computer loses … Read more
Did you know that you can use Function Keys and Keyboard Shortcuts in Microsoft Dynamics SL? You probably use several shortcuts (e.g. Ctrl+C to copy) in your everyday life, but you can even use them within Dynamics SL. Using keyboard shortcuts has many benefits, from increasing speed and efficiency, to reducing wrist strain. Click here … Read more
From the Acumatica S130 course, Data Retrieval and Analysis, you learn that “a tabular report is a report that displays information from the database in a format consisting of multiple columns and rows.” You can use a tabular report, for example, to see a breakdown of your sales by Customer and Inventory Item Class. In … Read more